Writing Effective Credit Memos and Loan Narratives

One size does not fit all when it comes to credit memos. Their primary purpose is to organize borrower information into a concise, consistent format in order to tell a story. A well-written credit memo helps:

The loan officer or underwriter to make a strong credit decision – now and in the future, for possible renewals
The loan committee to make a well-informed credit decision
The loan review officer in understanding a credit being reviewed
Specialist teams in documenting workout strategies for problem loans
The bank examiners during their review of files and data

This webinar covers how to develop meaningful write-ups that clearly document the credit being considered and walks you step-by-step through the process.

Presenter: Ann Brode-Harner
Date: December 2016

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